Prudeno Wealth
Principal Advisor: Vinit Iyer
SEBI RIA REG NO: INA000017806
Vinit Iyer is a CERTIFIED FINANCIAL PLANNERCM focused on comprehensive Financial Planning, Tax Planning, Insurance Planning and Investment Planning issues for private clients and HNI. He has earned the CFPCM designation from the Financial Planning Standard Board, India
Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, Estate Planning, and more.
Services Offered
Horizon Assessment
Assessing your investment time horizon and purpose of investments.
Risk Profiling
Capital markets fluctuates and so will investments. Each individual has different risk taking capacity, assessing risk-taking ability becomes critical in designing a portfolio.
Investment Advisory
Designing well suited mutual fund portfolio based on risk profile and investment time horizon.
Asset Allocation & Rebalancing
Allocating optimally between Equity & Debt mutual fund and rebalancing it periodically in case of any outlier performance.
About Prudeno Wealth
Prudeno is a premium boutique financial advisory company built on the core values of Trust, Transparency & Integrity. As a fiduciary body we understand our responsibilities and hence inspired to do the right things for our clients every day. We specialize in providing unbiased financial planning solutions by giving utmost priority to the interest of the client. We believe in building strong trust based relationship for a lifetime and ensure that we deliver the whole organisation for the benefit of our clients.
Client Testimonials
“Rajesh helped us plan our retirement effectively. His expertise in tax planning saved us lakhs in taxes.”
Amit & Priya Patel
IT Professionals, Mumbai
“Excellent guidance on portfolio diversification. Our investments are now well-balanced and growing steadily.”
Vikram Sharma
Business Owner
“Professional approach and transparent fee structure. Highly recommend for comprehensive financial planning.”
Dr. Sneha Joshi
Medical Professional
Frequently Asked Questions
What makes Prudeno Wealth different from other financial advisors?
We are fee-only advisors with no commission bias. Our recommendations are purely in your best interest as SEBI RIA.
How do you help with tax planning?
We analyze your income, investments, and expenses to suggest tax-saving instruments and strategies under various sections.
What is your typical client profile?
We work with salaried professionals and business owners with income above ₹8 lakhs annually who want systematic financial planning.
How often do you review portfolios?
We conduct quarterly reviews and rebalancing as needed. Emergency consultations are available anytime.
